Civic Intelligence

Iota Tau Chapter of Phi Sigma Sigma at Miamiu

990EZ • Fiscal year 2023 • EIN 81-4231932

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 30, 2024

1213 Liberty Rd J 335Eldersburg, MD 21784

(410) 799-1224

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

8th percentile

-42%

Faster asset growth than 8% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

5.0%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$12,780

Down $9,307 (-42%) from 2022

Net Assets

Down

$12,780

Down $9,307 (-42%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$91,469

Up $4,346 (+5.0%) from 2022

Expenses

Up

$100,776

Up $33,350 (+49%) from 2022

Net Income

Down

-$9,307

Down $29,004 (-147%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2016: $23,234Liabilities 2016: $02016Assets 2017: $1,144Liabilities 2017: $02017Assets 2018: $15,713Liabilities 2018: $02018Assets 2019: $10,748Liabilities 2019: $02019Assets 2020: $14,863Liabilities 2020: $0Net Assets 2020: $14,8632020Assets 2021: $2,390Liabilities 2021: $0Net Assets 2021: $2,3902021Assets 2022: $22,087Liabilities 2022: $0Net Assets 2022: $22,0872022Assets 2023: $12,780Liabilities 2023: $0Net Assets 2023: $12,7802023Assets 2024: $620Liabilities 2024: $0Net Assets 2024: $6202024Assets 2025: $46,827Liabilities 2025: $0Net Assets 2025: $46,8272025

Highlighted filing

2023

Assets$12,780
Liabilities$0
Net Assets$12,780

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2016: $43,144Expenses 2016: $19,910Net Income 2016: $23,2342016Revenue 2017: $118,750Expenses 2017: $140,840Net Income 2017: -$22,0902017Revenue 2018: $97,047Expenses 2018: $82,486Net Income 2018: $14,5612018Revenue 2019: $87,710Expenses 2019: $92,675Net Income 2019: -$4,9652019Revenue 2020: $78,521Expenses 2020: $74,406Net Income 2020: $4,1152020Revenue 2021: $16,329Expenses 2021: $28,802Net Income 2021: -$12,4732021Revenue 2022: $87,123Expenses 2022: $67,426Net Income 2022: $19,6972022Revenue 2023: $91,469Expenses 2023: $100,776Net Income 2023: -$9,3072023Revenue 2024: $80,492Expenses 2024: $92,652Net Income 2024: -$12,1602024Revenue 2025: $123,349Expenses 2025: $77,142Net Income 2025: $46,2072025

Highlighted filing

2023

Revenue$91,469
Expenses$100,776
Net Income-$9,307
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 30, 2024
Return Version
2022v5.0
Gross Receipts
$91,469
Mission and Program Overview

Mission

Promote the fellowship of its members.

Program Services

DescriptionGrantsExpenses
OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 89 MEMBERS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLA COYNEScribePT$0--
SAVANAH DONNELLYFormer ArchonPT$0--
NICKOLE SANDOVALFormer Vice ArchonPT$0--
KAITLYN LOVEFormer BursarPT$0--
SARAH GALLOFormer ScribePT$0--
RYLIE HILDEBRANDArchonPT$0--
DELANEY TOWERSVice ArchonPT$0--
ASHLEY HOEHBursarPT$0--
Filing and Contact Details

Filer

Filer Name
Iota Tau Chapter of Phi Sigma Sigma at
EIN
81-4231932
Phone
4107991224
Address
1213 LIBERTY RD J 335, ELDERSBURG, MD 21784

Signing Officer

Name
Jenny Bernard
Title
Grand Vice Archon - Finance
Phone
4107991224
Signed
2024-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
9229 DELEGATES ROW STE 250, INDIANAPOLIS, IN 46240
Preparer
Christine Keith CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: phi sigma sigma national housing corporation. Grantee address: 1213 liberty rd, ste j #335 eldersburg, md 21784. Amount given: 10,500.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: miscellaneous. Amount: 222. Description: social events. Amount: 16,125. Description: recruitment. Amount: 15,571. Description: administrative expenses. Amount: 13,749. Description: credit card fees. Amount: 3,238. Description: parlor fees. Amount: 21,600. Description: insignia & jewelry. Amount: 15,148. Description: panhellenic/greek council dues. Amount: 3,728. Description: philanthropy. Amount: 895. Total to form 990-ez, line 16: 90,276.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid card funds. Beg. Of year amount: 479. End of year amount: 201.

Raw XML Appendix148 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELDERSBURG
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELLA COYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAVANAH DONNELLY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KAITLYN LOVE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DELANEY TOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ASHLEY HOEH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1FORMER ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2FORMER VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3FORMER BURSAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FORMER SCRIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE ARCHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BURSAR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt090276
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE THE FELLOWSHIP OF ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt022615
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF MEMBERSHIP ORGANIZATION FOR ITS 89 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TotalRevenueAmt091469
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: PHI SIGMA SIGMA NATIONAL HOUSING CORPORATION. GRANTEE ADDRESS: 1213 LIBERTY RD, STE J #335 ELDERSBURG, MD 21784. AMOUNT GIVEN: 10,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: MISCELLANEOUS. AMOUNT: 222. DESCRIPTION: SOCIAL EVENTS. AMOUNT: 16,125. DESCRIPTION: RECRUITMENT. AMOUNT: 15,571. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 13,749. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 3,238. DESCRIPTION: PARLOR FEES. AMOUNT: 21,600. DESCRIPTION: INSIGNIA & JEWELRY. AMOUNT: 15,148. DESCRIPTION: PANHELLENIC/GREEK COUNCIL DUES. AMOUNT: 3,728. DESCRIPTION: PHILANTHROPY. AMOUNT: 895. TOTAL TO FORM 990-EZ, LINE 16: 90,276.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PREPAID CARD FUNDS. BEG. OF YEAR AMOUNT: 479. END OF YEAR AMOUNT: 201.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY BERNARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND VICE ARCHON - FINANCE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107991224
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IOTA TAU CHAPTER OF PHI SIGMA SIGMA AT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MIAMIU
ReturnHeader/Filer/BusinessNameControlTxt0IOTA
ReturnHeader/Filer/EIN0814231932
ReturnHeader/Filer/PhoneNum04107991224
ReturnHeader/Filer/USAddress/AddressLine1Txt01213 LIBERTY RD J 335
ReturnHeader/Filer/USAddress/CityNm0ELDERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021784
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09229 DELEGATES ROW STE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03173475200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE KEITH CPA
ReturnHeader/ReturnTs02024-01-30T15:11:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNARD
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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Filings